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261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bedell Frazier Investment Counselling, Llc | Walnut Creek | CA | 06/2014 | 11/2017 |
| Bedell Frazier Investment Counselling, Llc | Walnut Creek | CA | 06/2017 | 11/2017 |
| Stratifi, Llc | San Francisco | CA | 11/2017 | 03/2018 |
| Wealthfront Brokerage Corporation | Redwood City | CA | 05/2018 | Present |
1) NOB: Valley Property Capital, LLC. TITLE: Limited Partner. START DATE: August 2012. Investment-related. ADDRESS: 3255 West March Lane, Stockton, California 95219. NATURE: Real estate. DUTIES: Review investment opportunities. Approx 4 hrs p/m.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-08 |
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